Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
Sundaram Value Fund Direct · Growth
Fund vs NIFTY50 VALUE 20
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.27 | 0.99 | 97.9% | 91.8% | -2.0% | -6.4% |
| 3 Years | +2.50 | 0.83 | 85.4% | 80.9% | 9.7% | 7.3% |
| 5 Years | +2.54 | 0.83 | 84.0% | 79.6% | 10.7% | 8.5% |
| 7 Years | +0.63 | 0.85 | 82.1% | 79.5% | 11.6% | 11.8% |
| 10 Years | -0.33 | 0.84 | 80.7% | 79.0% | 11.3% | 12.6% |
| 12 Years | +1.63 | 0.85 | 82.7% | 79.2% | 11.7% | 10.7% |
| 15 Years | +0.73 | 0.85 | 82.5% | 79.7% | 10.7% | 10.6% |